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Whether it's salaried employees, NRIs or entrepreneurs — people trust us to help them make their money work harder
Our Services
Financial planning at Fundpicks is a structured, ongoing process that connects your money to your life goals across time horizons, asset classes, and family priorities.
We begin by understanding your current situation and goals, then build an integrated roadmap covering: cash flow, emergency reserves, investments, insurance, retirement, and legacy planning, with clear milestones and review points.
We work with business owners and promoters to structure insurance‑led risk management solutions that protect the enterprise from the financial impact of losing key people, while also creating efficient benefits for employees and their families.
Our role is to quietly ring‑fence personal wealth, diversify globally, and build a clear legacy structure around your core business.
We assist clients in structuring and implementing mutual fund portfolios aligned with their financial goals
Mutual funds are the core building blocks of our advisory and portfolio construction process. We help you structure and implement mutual fund portfolios that align with your financial goals, risk profile, and time horizon.
From the Desk of Ajay Srivastava
Every step tells a story—of dedication, progress, and the people who made it possible. Here’s a look at the moments that define who we are today.
Our team of financial and technology professionals is dedicated to helping clients grow, protect, and manage their wealth with confidence and care.
Managing Director
Vice President
Director
President
DIFFERENT ASSETS
With the same monthly amount, your money can grow slowly — or significantly. Compare popular investment options side by side and see how much more you can earn by choosing wisely.
at 3% simple return
at 6% compounded return
at 9% compounded return
at 14% compounded return
Compare category-wise top performers based on historical returns and pick funds aligned with your goals.
Top performers
Showing top 5 schemes by 5Y returns in this category.
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FAQs
Dimensions does not charge you any separate advisory or planning fees for investing with us. All discussions, recommendations, and portfolio reviews are provided to you without any additional fee being billed by Dimensions over and above your investments
Anyone with a valid PAN can invest through Dimensions – residents, NRIs, HUFs, firms, trusts and companies. If your KYC is not completed, our team will assist you in getting your KYC done quickly and smoothly. Investing in the name of minors can be done under guardianship of parents/guardians.
There is no minimum amount required to start investing through Dimensions. Our doors are open to all investors, whether you are beginning with a small amount or deploying a large portfolio.
Just reach out to us via phone, email or our contact form, and we will guide you through the process. We begin with a financial and risk assessment to understand your goals, and then design a suitable investment plan for you based on your risk profile and time horizon.
Dimensions never holds client money in its own name. All investments are made directly in your name with the respective product providers, such as mutual fund houses and risk management (insurance) companies. Dimensions only acts as an intermediary and advisor in the process, not as the holder of your funds
There is no notice period if you choose to stop working with Dimensions. When you invest through dimensions, you are in total control of your funds. You choose when to exit or stay. As such, you are free to leave at any time, though we would genuinely be sad to see you go and are always open to a closure discussion or second opinion before you decide.
Returns are always a function of risk taken and time invested. SEBI regulations do not allow anyone to promise or guarantee returns in advance, and we fully adhere to this. Our focus is on constructing suitable portfolios and doing our best to help you achieve your financial goals over time.
Every month, our team rigorously reviews the latest factsheets and updates published by various AMCs. We then align our strategy with the investing philosophy of our founder Mr. Ajay Srivastava, a respected market veteran with over 30 years of experience, and use this framework to select and recommend funds for our clients.
